Dots, Duet, Muse and other 24/7 personal agents arrive

The author lists Dots, Duet, Muse, Instinct and Grok Bot as the start of always-on agents, expecting it to drive 2027 compute capex higher.

Kris Kay | 🎲 444 Capital

@thekriskayArchived 16 days agoOriginally posted 2026.10.22

Kris Kay | 🎲 444 Capital @thekriskayOriginally posted 2026.10.22

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Dots, Duet, Muse, Instinct, Grok bot... The agentic leg is beginning, 24/7 agents, 2026 hyperscaler capex was not factoring this in, I imagine 2027 compute capex is sky high.

This post quotes another post: x.com/mtslive/status/2112990905225662696

x.com/thekriskay/status/2113005402493264380Archived 2026.10.23 11:08

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